Welcome to the Business Joy FAQ page! Here you'll find answers to common questions about our CRM
software.
If you have any additional questions, please feel free to contact our support team.
General FAQs
Business Joy is an online CRM software designed to help businesses
manage their customer relationships, invoicing, leads, customer support, company roles,
permissions, appointments, and notifications efficiently.
You can sign up for Business Joy by visiting our
Signup page and filling out the registration form with your details. Once you
complete
the registration process, you can start using our CRM features.
Business Joy is a web-based application that can be accessed via any modern web browser on
devices with an internet connection. There are no specific system requirements beyond this.
Currently, Business Joy is accessible through mobile web browsers. We are working on
developing
a dedicated mobile app for a more seamless experience on mobile devices.
You can contact our customer support team by emailing
support@businessjoy.com or by using the
support
chat feature available on our website.
Invoice Module FAQs
To create an invoice, navigate to the Invoice module, click on "Create New Invoice," fill in
the
required details such as client information, items, and amounts, and then save or send the
invoice directly to your client.
Yes, Business Joy allows you to customize your invoice formula. You can add your
calculation,
change the login, and include additional fields as needed.
In the Invoice module, you can view all invoices and their statuses. Unpaid invoices will be
marked as "Pending" or "Overdue," while paid invoices will be marked as "Paid."
Lead Management FAQs
To add a new lead, go to the Leads module, click on "Add New Lead," enter the lead's details
such as name, contact information, and lead source, and then save the lead.
Yes, you can assign leads to specific team members by selecting the team member from the
dropdown menu when adding or editing a lead.
Customer Support FAQs
To create a support ticket, navigate to the Customer Support module, click on "Create New
Ticket," enter the necessary information such as the customer's issue and contact details,
and
submit the ticket.
You can track the status of support tickets in the Customer Support module. Each ticket will
display its current status (e.g., Open, In Progress, and Resolved) and any updates or notes.
Company, Role, and Permission Management
FAQs
Currently, business joy is following per user/month system. So, just email or contact our
customer support, they will create new user for your company. The new user will receive an
email
invitation (welcome email) to join Business Joy.
Business Joy offers customizable roles and permissions. You can create roles such as Admin,
Manager, and User, and assign specific permissions to control access to different modules
and
features.